Filed December 15, 2014 (most recent of 3 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,276 | $153,769-62.1% | $133,975-56.5% | $273,972-78.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.39% | 36.51%-31.1pp | 29.29%-23.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $3,350 | $6,029-44.4% | $5,211-35.7% | $4,869-31.2% |
| Participant deferral / active EE | $1,438 | $6,958-79.3% | $6,282-77.1% | $5,287-72.8% |
| Admin fee / account holder | $55,614 | $11,765+372.7% | $9,324+496.4% | $10,133+448.9% |